Integrations / Accounting
Ask FreeAgent about your figures and raise records from WhatsApp
You already keep your books in FreeAgent, and they work. The trouble is where you are when the money questions come up: on a call, at a client's, between jobs. An agreed estimate waits until the evening to become an invoice. A supplier bill sits in your inbox. With Flann, you ask FreeAgent in plain words on WhatsApp and get the answer straight away.
75 actions in FreeAgent. 40 only look things up, and 35 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in FreeAgent
Type it or say it in a voice note. Flann works out which FreeAgent action you mean.
“Show me my bills in FreeAgent.”
“Show me my expenses in FreeAgent.”
“Show me my contacts in FreeAgent.”
“Create a bill in FreeAgent.”
“Create a contact in FreeAgent.”
“Create a project in FreeAgent.”
What keeps your FreeAgent work stuck at the laptop
The jobs are small but each needs a login: converting an agreed estimate to an invoice, entering a supplier bill, logging a timeslip or checking the cashflow before you commit to something.
Take the estimate agreed on a call at lunchtime. The client said yes, the work is booked, and the invoice should follow. Supplier bills and receipts go the same way. Each one is a form in FreeAgent with an attachment to add, so they collect in your inbox until a quiet afternoon that rarely comes.
Hours slip too. Creating a timeslip at the end of the day feels like one more admin job, so time on a project goes unrecorded. Then there are the checks you make before deciding anything, such as how much came in this month or which bank transactions have landed. Each means logging in and clicking through reports. None of it is hard. It just needs a laptop, and you are usually somewhere else.
The integrations you find in search don't fix this. Most are connector pages for automation platforms that send a WhatsApp message when something happens in FreeAgent. That tells you a bill exists.
- Converting an agreed estimate into an invoice
- Entering a supplier bill with its attachment
- Logging a timeslip against a project
- Checking the P&L, cashflow or bank transactions
What Flann can work with in FreeAgent
FreeAgent gives Flann 75 actions across 41 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Notes | createdeletelook upupdate | 4 |
| Estimates | createduplicatelook up | 3 |
| Price list items | createlook upupdate | 3 |
| Bank accounts | createlook up | 2 |
| Bills | createlook up | 2 |
| Categories | createlook up | 2 |
| Contacts | createlook up | 2 |
| Credit notes | createlook up | 2 |
Here is what changes when FreeAgent goes through Flann instead of its own screens.
| Compare | In FreeAgent yourselfYou click through each job | Flann on FreeAgentYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about notes | Filters and searches you run yourself | 40 look-ups, answered straight away |
| Making changes | Typed in by hand | 35 changes, made from a message |
| FreeAgent records | All of them, one screen at a time | 41 kinds, from one chat |
| Getting connected | Nothing new to set up | One sign-in to FreeAgent |
YesPartlyNo
Step by step: FreeAgent jobs you can hand to Flann
What happens between your message and the result in FreeAgent.
Create a note from a voice note
- You message Flann on WhatsApp: “Create a note in FreeAgent with these details.”
- Flann runs
List Notesin FreeAgent and shows you what it found. - Flann runs
Create Notein FreeAgent. - Flann creates it in FreeAgent and confirms in the chat.
Get answers about your contacts
- You message Flann on WhatsApp: “What is the latest on our contacts in FreeAgent?”
- Flann runs
List Contactsin FreeAgent and shows you what it found. - Nothing in FreeAgent is changed: these are look-ups, so they run straight away.
Add an estimate while you are on the move
- You message Flann on WhatsApp: “Add an estimate to FreeAgent: here are the details.”
- Flann runs
List Estimatesin FreeAgent and shows you what it found. - Flann runs
Create Estimatein FreeAgent. - Flann creates it in FreeAgent and confirms in the chat.
The FreeAgent jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Month-end tidy for your accountant
Today
Before the accountant asks, someone has to find the uncategorised transactions, missing receipts and invoices left in draft. That someone is usually you, late on the last day of the month.
With Flann
“What is still loose in FreeAgent before I send the month to my accountant?”
Across FreeAgent, Flann looks for uncategorised lines, expenses with no receipt, drafts never issued and anything that looks duplicated, then sends you the lot as one tidy list. Obvious fixes come with a suggestion.
What you stop doing: The accountant stops sending you the same questions every month.
Rescuing failed card payments
Today
You only notice when the money is missing from the account.
With Flann
“Which payments failed in FreeAgent this week, and who needs a nudge to update their card?”
Pulling the failed and declined charges from FreeAgent, Flann groups them by customer and shows the reason for each. It drafts a short, friendly note asking each customer to update their details.
What you stop doing: Failed payments stop slipping by unnoticed.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to FreeAgent
- In Flann, go to Connectors and find FreeAgent.
- Sign in to your FreeAgent account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Go back to WhatsApp and ask for what you need. Flann chooses the FreeAgent action and fills in the details.
Reading from FreeAgent is instant. FreeAgent stays connected until you remove it in Connectors.
Ways to use FreeAgent with Flann
Chase what is owed
Ask Flann who still owes you. It checks FreeAgent, lists the open items and drafts a reminder for each customer.
Check before you promise
A customer asks for credit or a discount. Ask Flann what they have spent with you, straight from FreeAgent, before you answer.
Your month in one message
Ask “how did we do this month?” and Flann answers from FreeAgent in plain words, on your phone, between customers.
Everything Flann can do in FreeAgent
All 75 FreeAgent actions, as Flann sees them.
Looks up 40
- Cashflow summary for a date range
- Get Balance Sheet
- Get Company Details
- Get Personal Profile
- Get the P&L summary
- Get Trial Balance Summary
- List Accounting Transactions
- List All Expenses
- List Bank Accounts
- List Bank Transactions
- List Bills
- List Categories
- List Contacts
- List Estimates
- List Projects
- List VAT Returns
- Show Tax Timeline
- Get Default Additional Text
- Get Default Estimates Additional Text
- Get Invoice Timeline
- Get Mileage Settings
- Get Opening Balances
- Get the Opening Balances
- List All CIS Bands
- List All Price List Items
- List All Properties
- List All Recurring Invoices
- List All Sales Tax Periods
- List All Stock Items
- List All Tasks
and 10 more
Changes 35
- Convert Estimate to Invoice
- Convert Invoice to Credit Note
- Create A Timeslip
- Create Bank Account
- Create Bill with Attachment
- Create Contact
- Create Credit Note
- Create Estimate
- Create Invoice
- Create Project
- Update Expense
- Create a Journal Set
- Create a User
- Create Category
- Create Credit Note Reconciliation
- Create Estimate Item
- Create Invoice Item
- Create Note
- Create Price List Item
- Create Sales Tax Period
- Create Task Under Project
- Delete Bank Transaction Explanation
- Delete Estimates Default Additional Text
- Delete Note
- Duplicate Estimate
- Duplicate Invoice
- Send Estimate Email
- Update a Journal Set
- Update Bank Transaction Explanation
- Update Estimates Default Additional Text
and 5 more
More Accounting apps Flann works with
QuickBooksCommon questions
Is there an AI agent for FreeAgent?
Yes. Flann is an AI agent that works inside your FreeAgent account, with 40 look-ups and 35 changes. It covers invoices, estimates, bills, credit notes, contacts, timeslips and projects, plus reports such as the P&L summary, the balance sheet and the trial balance.
Do I need to download a tool or set up an API key?
No. There is no API key to find and no workflow to build. You connect with a one-click sign-in to your FreeAgent account, then talk to Flann in WhatsApp or the Flann app.
Does it work on my iPhone?
Yes. You talk to Flann in WhatsApp or the Flann app, so it works from the phone you already carry. Voice notes you record are transcribed by Flann and handled just like typed messages.
Is FreeAgent included in my Flann plan?
Yes. FreeAgent is included in every Flann plan. You connect it with a one-click sign-in, and the same plan covers Flann answering your customers on WhatsApp, Instagram, Facebook, TikTok and Google reviews.
What can Flann do with notes in FreeAgent?
Flann can create, delete, look up and update notes in FreeAgent, using 4 actions (Create Note, Delete Note, List Notes, Update Note). Looking up runs straight away and changes nothing. The other actions create or change notes in FreeAgent.
What can Flann do with estimates in FreeAgent?
Flann can create, duplicate and look up estimates in FreeAgent, using 3 actions (Create Estimate, Duplicate Estimate, List Estimates). Looking up runs straight away and changes nothing. The other actions create or change estimates in FreeAgent.
How does Flann connect to FreeAgent?
Open Connectors in Flann, choose FreeAgent and sign in to your FreeAgent account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 75 actions in FreeAgent.
How do I ask Flann to do something in FreeAgent?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the FreeAgent action that fits and asks if anything is missing.
Which Flann plan do I need for FreeAgent?
Any of them. Every Flann plan includes FreeAgent and every other app.